WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,043 | -4.2% | 750 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $39,693 | +6.4% | 750 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $37,293 | +2.3% | 749 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $36,454 | +10.5% | 750 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $33,000 | -13.2% | 750 | -9.3% | 0.01% | -20.0% |
| Q2 2022 | $38,000 | -15.6% | 827 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $45,000 | -4.3% | 827 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | +9.3% | 827 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | 0.0% | 827 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $43,000 | +2.4% | 827 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $42,000 | +16.7% | 827 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $36,000 | +28.6% | 827 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $28,000 | +3.7% | 827 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $27,000 | +22.7% | 827 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | -37.1% | 827 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $35,000 | – | 827 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 451,300 | $19,848,000 | 5.89% |
| Great Point Wealth Advisors, LLC | 230,233 | $10,126,000 | 3.78% |
| PSI Advisors, LLC | 68,943 | $3,032,000 | 1.59% |
| Consolidated Planning Corp | 111,218 | $4,891,000 | 1.53% |
| Oxler Private Wealth LLC | 38,776 | $1,705,425,000 | 0.95% |
| Clearwater Capital Advisors, LLC | 153,516 | $6,752,000 | 0.93% |
| ACG Wealth | 86,665 | $3,812,000 | 0.87% |
| CULBERTSON A N & CO INC | 50,521 | $2,221,000 | 0.52% |
| Stratos Wealth Partners, LTD. | 386,113 | $16,981,000 | 0.47% |
| LBJ Family Wealth Advisors, Ltd. | 10,467 | $460,000 | 0.37% |